Product Compliance

Product compliance ensures locations are buying particular key product(s). It's easy to see who HAS been buying a particular product, but the problem is finding out who has NOT been buying that product, and within a specified time period (ie. the last 90 days) (especially if they have never bought, since there will not be a record in the product history).

The way this works is, from the 'Product Summary' tab you can select a product and press the 'Product Compliance' button. It will bring up a grid with a record for EVERY location and how many of that product they have bought, etc.. You can also filter that list (the standard filter option is to list all locations that haven't bought that product in the last xx days).

Then, there is a button to Email the (filtered) list to the corporate account manager (or a district manager) who would then contact the location(s) to discuss their compliance.

The following is an example of a Product Compliance Email:

The following is a list of locations to be contacted regarding Product Non-Compliance.

These locations have not purchased the specified product in the last 90 days.

Product: All Purpose Cleaner 1 Gl
Code: 1000400
Supplier: STEP1 Demo Supply Company

ABC JANITORIAL SERVICE CO in Grand Whatever, ND
YTD Qty: 0 Last Order Date: (Never Ordered)

ACROPOLIS in SomeCity, CA
YTD Qty: 0 Last Order Date: (Never Ordered)

BERGESON'S WIDGET SHOPPE in ThisCity, IN
YTD Qty: 0 Last Order Date: 16-Oct-1996

A.B.C. CARPET CLEANERS in Salt Lake City, UT
YTD Qty: 0 Last Order Date: 31-May-2000

ABBOT ABRASIVES in Ruffstuff, NJ
YTD Qty: 0 Last Order Date: 3-Mar-2001

BARNEY'S WIDGETS in Wherever, CA
YTD Qty: 0 Last Order Date: 31-May-2001

A & B CONSTRUCTION in West Beach, CA
YTD Qty: 2 Last Order Date: 16-Jul-2001